Inventory delivery vouchers

Inventory & Warehousing Management System

Use the inventory delivery voucher register

Search, filter and manage goods deliveries.

Create an inventory delivery voucher

Select client or destination, warehouse, date and delivered items.

Complete delivery voucher header fields

Enter recipient, warehouse, dates, note, reference and delivery information.

Add delivery item lines

Choose items, available quantities, prices, serials and source warehouse.

Check quantity while building a delivery

Use the live and submit-time stock checks before saving.

Edit an eligible delivery voucher

Update a delivery while its status and stock state permit it.

Create a delivery automatically from an invoice

Use the after-invoice-added flow when automatic goods delivery is enabled.

Copy an invoice into a delivery voucher

Select a supported invoice and load its lines and customer details.

Use the invoice goods-delivery tab

Open linked inventory delivery information from the invoice view.

Update linked delivery after an invoice edit

Understand how the after-invoice-updated hook synchronises the goods delivery.

Understand stock effects when an invoice is cancelled

Verify the linked delivery and inventory adjustment triggered by invoice cancellation.

Understand stock effects when an invoice is restored

Verify the linked delivery and inventory update triggered by unmarking cancellation.

View a delivery voucher

Review recipient, lines, totals, approvals, serials, attachments and activity.

Download a delivery voucher PDF

Generate the stock-export PDF with configured branding and item details.

Email a delivery voucher

Send the generated delivery document through CRM email.

Select the customer primary contact

Load the primary contact used for delivery communication.

Change delivery status

Use the supported status action and verify linked shipment state where applicable.

Submit and approve a delivery voucher

Apply configured approval rules before stock is finalised where required.

Revert a delivery voucher

Reverse the stock effect through the dedicated revert action.

Delete an eligible delivery voucher

Delete only where permission and linked stock rules permit.

Relate a task to an inventory delivery

Select Inventory Delivery as the task relationship and choose a delivery.

Configure automatic receipt and delivery creation

Enable supported automatic document creation settings.